SBR

Sabine Royalty Trust
SBR

Overview Fund Activity

133 hedge funds and large institutions have $129M invested in Sabine Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Americana Partners
Texas
+$2.47M
2
MNBTD
Moody National Bank Trust Division
Texas
+$2.35M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.55M
4
Morgan Stanley
Morgan Stanley
New York
+$1.29M
5
Citadel Advisors
Citadel Advisors
Florida
+$977K

Top Sellers

1
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$6.11M
2
BTI
Blue Trust Inc
Georgia
-$789K
3
HFS
Howard Financial Services
Texas
-$639K
4
HKAM
Horizon Kinetics Asset Management
New York
-$584K
5
Jane Street
Jane Street
New York
-$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
Exencial Wealth Advisors
Oklahoma
$688K – – –
BB
52
Burford Brothers
Texas
$674K +$9.44K +142 +1%
FSA
53
Franklin Street Advisors
North Carolina
$672K – – –
SOW
54
State of Wyoming
Wyoming
$620K +$22.7K +340 +4%
RWP
55
RWA Wealth Partners
Massachusetts
$613K -$11K -165 -2%
EFS
56
Essex Financial Services
Connecticut
$613K -$15.3K -229 -2%
Brown Advisory
57
Brown Advisory
Maryland
$607K -$20K -300 -3%
CIC
58
Chilton Investment Company
Connecticut
$605K – – –
STA
59
Summit Trail Advisors
New York
$567K +$567K +8,500 New
CIC
60
Carnegie Investment Counsel
Ohio
$501K +$13.8K +207 +3%
State Street
61
State Street
Massachusetts
$482K +$19.3K +290 +4%
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
$467K – – –
Corient Private Wealth
63
Corient Private Wealth
Florida
$459K – – –
PTC
64
Private Trust Company
Ohio
$453K – – –
HighTower Advisors
65
HighTower Advisors
Illinois
$442K -$5.39K -81 -1%
BF
66
BOK Financial
Oklahoma
$433K – – –
Lazard Asset Management
67
Lazard Asset Management
New York
$418K +$1.73K +26 +0.4%
Ameriprise
68
Ameriprise
Minnesota
$415K -$70.4K -1,056 -15%
HH
69
Hilltop Holdings
Texas
$412K +$5.07K +76 +1%
HIC
70
Holderness Investments Company
North Carolina
$399K – – –
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$395K +$28.3K +425 +8%
1WM
72
1900 Wealth Management
Texas
$393K – – –
CFO
73
Custos Family Office
Texas
$371K – – –
WHG
74
Westwood Holdings Group
Texas
$355K +$1.47K +22 +0.4%
GWM
75
Geneos Wealth Management
Colorado
$351K -$315K -4,727 -47%
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